← WhiteOak Capital Mutual Fund

WhiteOak Capital Special Opportunities Fund - Direct Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
Share: WhatsApp X
Stocks Held
77
Apr 2026
Equity Holdings
₹1,399.71 Cr
Equity only, excl. debt & cash
Top 5 Weight
16.3%
Diversified
Top 10 Weight
26.4%
Diversified
Changes
88
13 new · 12 exits
Top Sector
Banks
14.5% of portfolio
📋 What Happened This Month WhiteOak Capital Special Opportunities Fund made 13 new additions and exited 12 stocks this month. The biggest new buy was Titan Company Limited (Consumer Durables) at 2.25% weight. Vedanta Limited was the biggest exit (Diversified Metals), which was held at 2.36%. Among existing holdings, Five Star Business Finance Limited saw the biggest increase — now at 1.63% of the portfolio. Reliance Industries Limited was trimmed the most, now at 1.69%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 14.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 19.2% 12.9% -6.4%
Pharmaceuticals & Biotechnology 6.2% 5.9% -0.2%
Petroleum Products 3.0% 5.1% +2.1%
Electrical Equipment 3.8% 5.1% +1.2%
Aerospace & Defense 4.1% 4.8% +0.6%
Capital Markets 4.9% 4.5% -0.4%
Telecom - Services 4.3% 4.5% +0.1%
Chemicals & Petrochemicals 3.4% 4.0% +0.6%
Automobiles 5.6% 3.3% -2.3%
Auto Components 3.8% 3.3% -0.5%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 12.9% 14.5% +1.6%
Electrical Equipment 5.1% 6.4% +1.4%
Finance 3.1% 6.0% +2.9%
Chemicals & Petrochemicals 4.0% 5.5% +1.5%
Aerospace & Defense 4.8% 5.1% +0.3%
Automobiles 3.3% 4.7% +1.3%
Pharmaceuticals & Biotechnology 5.9% 4.6% -1.3%
Capital Markets 4.5% 4.4% -0.1%
Industrial Products 2.7% 4.1% +1.4%
Auto Components 3.3% 4.0% +0.7%
🟢
Biggest New Buy
Titan Company Limited
2.25% weight · Consumer Durables
🔴
Biggest Exit
Vedanta Limited
2.36% was held · Diversified Metals
Biggest Add
Five Star Business Finance Limited
+1.05% · now 1.63%
Biggest Trim
Reliance Industries Limited
-3.39% · now 1.69%
🤝 Other funds also bought this month
Talwandi Sabo Power Limited 183 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Vedanta Aluminium Metal Limited 183 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sunlife Nifty Next 50 ETF + more
Vedanta Iron And Steel Limited 183 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Malco Energy Limited 176 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Axis Bank Limited 78 funds
Axis Bank Limited
UTI Nifty Private Bank Index Fund - Direct Plan - Growth Option
HDFC NIFTY Private Bank ETF - Growth Option
TATA NIFTY PRIVATE BANK EXCHANGE TRADED FUND + more
Titan Company Limited 67 funds
Titan Company Limited
HDFC Nifty Growth Sectors 15 ETF
Mirae Asset Great Consumer Fund
HDFC Nifty India Consumption Index Fund [An open ended scheme replicating Nifty India Consumption Index (TRI)] + more
👋 Other funds also exited
Vedanta Limited 72 funds
Vedanta Limited
SBI Quant Fund- Direct Plan- Growth
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more
Shriram Finance Limited 23 funds
Shriram Finance Limited
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
JM Value Fund (Direct) - Growth Option + more
ICICI Prudential Asset Management Company Limited 21 funds
ICICI Prudential Asset Management Company Limited
Tata Banking And Financial Services Fund-Direct Plan-Growth
JM Large & Mid Cap Fund (Direct) - Growth Option
Union Large & Midcap Fund - Direct Plan - Growth Option + more
NTPC Limited 20 funds
NTPC Limited
ICICI Prudential Exports & Services Fund - Direct Plan - Growth
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
ICICI Prudential Nifty50 Value 20 Index Fund - Direct Plan - Growth + more
Coal India Limited 19 funds
Coal India Limited
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Info Edge (India) Limited 17 funds
Info Edge (India) Limited
Invesco India Technology Fund - Direct Plan - Growth
Union Focused Fund - Direct Plan - Growth Option
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 13 New Entries 🔴 12 Exits ↑ 48 Increased ↓ 15 Decreased
#StockSectorWeight (Apr 2026)
1
Titan Company Limited
₹34.69 Cr
Consumer Durables 2.25%
2
Axis Bank Limited
₹26.71 Cr
Banks 1.74%
3
PNB Housing Finance Limited
₹19.85 Cr
Finance 1.29%
4
Power Finance Corporation Limited
₹19.02 Cr
Finance 1.24%
5
Ather Energy Limited
₹14.91 Cr
Automobiles 0.97%
6
Vedanta Aluminium Metal Limited
₹13.01 Cr
Metals & Minerals Trading 0.85%
7
Tamilnad Mercantile Bank Limited
₹11.28 Cr
Banks 0.73%
8
Dynamatic Technologies Ltd
₹8.69 Cr
Industrial Manufacturing 0.56%
9
Aye Finance Limited
₹7.49 Cr
Finance 0.49%
10
Bajaj Consumer Care Limited
₹5.74 Cr
Personal Products 0.37%
#StockSectorLast Weight (Mar 2026)
1
Vedanta Limited
₹31.07 Cr
Diversified Metals 2.36%
2
NTPC Limited
₹19.79 Cr
Power 1.51%
3
Shriram Finance Limited
₹17.94 Cr
Finance 1.37%
4
Max Healthcare Institute Limited
₹17.40 Cr
Healthcare Services 1.32%
5
Coal India Limited
₹15.92 Cr
Consumable Fuels 1.21%
6
Info Edge (India) Limited
₹15.36 Cr
Retailing 1.17%
7
Karur Vysya Bank Limited
₹12.10 Cr
Banks 0.92%
8
Canara HSBC Life Insurance Co Ltd
₹11.21 Cr
Insurance 0.85%
9
ICICI Prudential Asset Management Company Limited
₹10.98 Cr
Capital Markets 0.84%
10
One 97 Communications Limited
₹9.94 Cr
Financial Technology (Fintech) 0.76%
#StockSectorMar 2026Apr 2026Change
1
Five Star Business Finance Limited
₹25.02 Cr
Finance 0.58% 1.63% +1.05%
2
Deepak Fertilizers and Petrochemicals Corporation Limited
₹19.77 Cr
Chemicals & Petrochemicals 0.44% 1.29% +0.85%
3
Nestle India Limited
₹34.41 Cr
Food Products 1.50% 2.24% +0.74%
4
Larsen & Toubro Limited
₹21.59 Cr
Construction 0.66% 1.40% +0.74%
5
Shadowfax Technologies Ltd.
₹15.53 Cr
Transport Services 0.32% 1.01% +0.69%
6
Clean Max Enviro Energy Solutions Limited #
₹16.30 Cr
Power 0.38% 1.06% +0.68%
7
Apar Industries Limited
₹17.77 Cr
Electrical Equipment 0.49% 1.16% +0.67%
8
Solar Industries India Limited
₹18.54 Cr
Chemicals & Petrochemicals 0.55% 1.21% +0.66%
9
Azad Engineering Ltd
₹21.59 Cr
Electrical Equipment 0.76% 1.40% +0.64%
10
KRN Heat Exchanger & Refrigeration Ltd
₹22.41 Cr
Industrial Products 0.83% 1.46% +0.63%
#StockSectorMar 2026Apr 2026Change
1
Reliance Industries Limited
₹26.01 Cr
Petroleum Products 5.08% 1.69% -3.39%
2
JB Chemicals & Pharmaceuticals Limited
₹15.95 Cr
Pharmaceuticals & Biotechnology 3.04% 1.04% -2.00%
3
ICICI Bank Limited
₹58.50 Cr
Banks 4.88% 3.80% -1.08%
4
Bharti Airtel Limited
₹54.26 Cr
Telecom - Services 4.46% 3.53% -0.93%
5
GE Vernova T&D India Limited
₹20.42 Cr
Electrical Equipment 1.78% 1.33% -0.45%
6
Aditya Infotech Limited
₹27.83 Cr
Industrial Manufacturing 2.18% 1.81% -0.37%
7
Bharat Electronics Limited
₹35.82 Cr
Aerospace & Defense 2.53% 2.33% -0.20%
8
Max Financial Services Limited
₹24.29 Cr
Insurance 1.74% 1.58% -0.16%
9
Navin Fluorine International Limited
₹24.29 Cr
Chemicals & Petrochemicals 1.67% 1.58% -0.09%
10
Wakefit Innovations Limited
₹5.18 Cr
Consumer Durables 0.43% 0.34% -0.09%

Full Portfolio

77 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹65.52 Cr
Banks
4.26%
2
₹58.50 Cr
Banks
3.80%
3
₹54.26 Cr
Telecom - Services
3.53%
4
₹37.15 Cr
Automobiles
2.41%
5
₹35.82 Cr
Aerospace & Defense
2.33%
6
₹34.69 Cr
Consumer Durables
2.25%
7
₹34.41 Cr
Food Products
2.24%
8
₹31.65 Cr
Transport Infrastructure
2.06%
9
₹27.83 Cr
Industrial Manufacturing
1.81%
10
₹26.71 Cr
Banks
1.74%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 WhiteOak Capital Mutual Fund — Portfolio & Holdings
See all funds managed by WhiteOak Capital Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

Found a discrepancy or have feedback? Contact Us — we read every message personally.